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DFUS

Dimensional US Equity ETF
DFUS

286 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

9% more funds holding

Funds holding: 262 → 286 (+24)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$140M)

1.96% more ownership

Funds ownership: 42.24% → 44.2% (+2%)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
5.01%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
44
Increased
90
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
+$27.8M
2
HWMG
Hurlow Wealth Management Group
Indiana
+$16.7M
3
AF
Advisornet Financial
Minnesota
+$13.1M
4
HWM
Hemington Wealth Management
Virginia
+$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
PL
Plancorp LLC
Missouri
-$3.05M
4
CFO
CVA Family Office
Colorado
-$2.42M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
176
Center for Financial Planning
Michigan
$575K – – –
OIA
177
OneDigital Investment Advisors
Kansas
$573K +$532 +11 +0.1%
C
178
Certuity
Florida
$571K +$586K +12,112 New
OPS
179
Orion Portfolio Solutions
Nebraska
$568K +$65.8K +1,359 +13%
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$565K – – –
HTHT
181
Hemenway Trust Hemenway Trust
New Hampshire
$561K -$329K -6,800 -36%
CIAS
182
Capital Investment Advisory Services
North Carolina
$559K -$203K -4,198 -26%
Franklin Resources
183
Franklin Resources
California
$552K +$3.68K +76 +0.7%
SWA
184
SFMG Wealth Advisors
Texas
$548K -$9.63K -199 -2%
CBN
185
Cadence Bank NA
Texas
$546K – – –
GLA
186
Great Lakes Advisors
Illinois
$543K – – –
PC
187
Peavine Capital
Nevada
$535K – – –
BFPW
188
BOK Financial Private Wealth
Colorado
$534K – – –
MSR
189
Main Street Research
Connecticut
$516K – – –
EBA
190
Eagle Bay Advisors
New York
$510K +$523K +10,808 New
MFG
191
Merit Financial Group
Georgia
$505K – – –
CWM
192
Curi Wealth Management
North Carolina
$496K +$1.35K +28 +0.3%
IF
193
Ironwood Financial
Arizona
$487K – – –
CSIC
194
Clifford Swan Investment Counsel
California
$480K – – –
BWM
195
BT Wealth Management
Georgia
$471K +$1.31K +27 +0.3%
AWMG
196
Alliance Wealth Management Group
New Jersey
$465K – – –
TCM
197
Towercrest Capital Management
Pennsylvania
$465K – – –
GCP
198
Gill Capital Partners
Colorado
$457K +$484 +10 +0.1%
HFG
199
Heron Financial Group
New York
$451K -$40.5K -838 -8%
FNT
200
First National Trust
Pennsylvania
$436K – – –
6 7
8
9 10

DFUS Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.

  • 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
  • Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
  • The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2021.